USMF — Wisdomtree U.S. Multifactor Fund Institutional Holders · Q3 2026
Who owns Wisdomtree U.S. Multifactor Fund (USMF)? 3 institutions reported holding $239,893 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($234,840), Planning Strategies Inc. ($5,053), Financial Enhancement Group LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $234,840 | 4,508 | Added |
| 2 | Planning Strategies Inc. | $5,053 | 97 | Hold |
| 3 | Financial Enhancement Group LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30